Sales Engagement Proposal

One Platform to Call, Reach & Close Every Lead

CRMLink.ai unifies your business phone system, omni-channel dialer, and CRM into a single workspace — so your team spends less time switching tools and more time closing deals.

Prepared: June 2026 sales@crmlink.ai +1 (516) 399-5755

Disconnected Tools Are Costing You Deals

Most sales organizations run a patchwork of separate systems that don't talk to each other. The result: wasted time, lost data, and missed revenue.

Manual Data Entry

Reps spend 5+ hours per week logging calls and updating CRM records instead of selling.

Incomplete Records

Without automatic logging, critical interactions slip through — resulting in missed follow-ups and lost context.

Bloated Software Spend

Paying $100–$300+ per user monthly for separate phone, dialer, CRM, and messaging tools.

Integration Headaches

Constant sync issues, broken workflows, and IT overhead maintaining connections between platforms.

Fragmented Communication

Calls in one tool, texts in another, emails somewhere else — no unified view of the conversation.

No Single Source of Truth

Managers can't get accurate, real-time metrics when data lives across four different dashboards.

One Platform. Everything Unified.

CRMLink replaces your entire sales tech stack with a single, integrated workspace. Every call, text, email, and WhatsApp message is automatically logged.

Business Phone System

Enterprise-Grade Calling From Any Device

Cloud-based HD voice with intelligent routing, IVR menus, and AI-powered transcription — all managed from a single dashboard.

Smart call routing (skills, geo, time)
Drag-and-drop IVR builder
AI voicemail transcription
Call recording & playback
99.99% uptime SLA
24-hour number porting
Omni-Channel Dialer

3x More Calls. 5 Channels. One Inbox.

AI-powered power dialing with SMS, email, and WhatsApp — all from a unified inbox that gives every rep complete conversation context.

Power dialing with AI pacing
Auto voicemail drop
Two-way SMS campaigns
Email drip sequences
WhatsApp Business integration
Built-in TCPA & DNC compliance
Built-in CRM

Zero Data Entry. 100% Logged.

Every interaction is automatically captured to the contact record — giving your team full context and your managers complete visibility.

Unlimited contacts
Drag-and-drop pipeline
AI-powered lead scoring
Workflow automations
Revenue forecasting
REST API & webhooks
Mobile Applications

Full Power in Your Pocket

Native iOS and Android apps with complete feature parity — your field teams can dial, text, manage leads, and view dashboards from anywhere.

Full dialer & messaging
GPS check-in & photo capture
Offline mode with auto-sync
Biometric security
+40%
More calls per rep per day
+28%
More deals closed
50%
Less admin time
5 hrs
Saved per agent per week

Trusted by High-Performing Teams

Hear from sales leaders who've transformed their operations with CRMLink.

“40% more calls per day and every single one is automatically logged. My reps sell instead of doing data entry. CRMLink has completely changed how we operate.”

MR
Marcus Rivera
VP of Sales, Apex Solar

“We went from 80 calls a day to over 110 per rep. The power dialer paid for itself in the first month. Priority support has been outstanding too.”

JT
Jessica Torres
Sales Director, NorthGrid

“25% higher callback rates. The full CRM in my pocket changed everything for my field agents — they close deals between appointments now.”

DK
David Kim
Founder, Clearpath Insurance

Simple, Transparent Pricing

No per-minute charges. No setup fees. No hidden costs. Start with a 14-day free trial.

Basic

For individuals and small teams getting started.

$19.99 /user/mo

$15.99/user/mo billed annually (save 20%)

  • Click-to-call dialing
  • 1 DID (phone number) included
  • Built-in CRM
  • Mobile apps (iOS & Android)
  • Email support
Start Free Trial
Enterprise

For large teams with custom needs.

Custom

Volume pricing for 20+ users

  • Everything in Professional
  • SSO & advanced security
  • Custom API integrations
  • Dedicated account manager
  • SLA-backed uptime guarantee
  • 24/7 dedicated phone support
Contact Sales

The Numbers Speak for Themselves

Based on a 20-person team currently spending $150/user/month across separate phone, dialer, and CRM tools.

$28,802
Annual Cost Savings

Net savings from consolidating 3–4 separate tools into one CRMLink Professional subscription.

5,200 hrs
Admin Time Recovered Per Year

5 hours saved per agent per week from automatic logging and eliminated manual data entry.

+880
Additional Calls Per Week

40% increase in call volume across the team, powered by AI-optimized power dialing.

Smooth Onboarding, Fast Results

Our dedicated onboarding team ensures a seamless transition with zero downtime.

Phase 1
Discovery

Requirements gathering, data audit, number porting plan, and success metrics definition.

Phase 2
Setup & Configuration

Account provisioning, IVR configuration, DID assignment, CRM customization, and pipeline setup.

Phase 3
Data Migration & Training

Contact import via CSV or API, historical data mapping, and live training sessions for all users.

Phase 4
Go-Live & Optimization

Parallel run period, real-time support, campaign tuning, workflow automation, and reporting setup.

Enterprise-Grade Protection

Your data is protected by industry-leading security standards and compliance certifications.

SOC 2 Type II

Certified infrastructure

Encryption

In transit & at rest

GDPR Compliant

Standard Contractual Clauses

TCPA & DNC

Full compliance built in

Ready to Transform Your Sales Operations?

Start your 14-day free trial today or schedule a personalized demo with our sales team.